Bull Oak Capital, LLC’s Ishares Tr Position
Does Bull Oak Capital, LLC own Ishares Tr (SHV)? Yes — 254.1K shares worth $28M (+10.78% of its 13F portfolio) as of Q1 2026, up from 221.3K shares the prior filed quarter.
Position Value
$28M
Q1 2026
Shares
254.1K
% of Portfolio
+10.78%
Quarters Held
13
currently held
Position History SHV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 254.1K | $28M | +10.78% |
| Q4 2025 | 221.3K | $24M | +9.96% |
| Q3 2025 | 213.7K | $24M | +10.03% |
| Q2 2025 | 216.1K | $24M | +10.87% |
| Q1 2025 | 184.7K | $20M | +11.12% |
| Q4 2024 | 130.7K | $14M | +8.00% |
| Q3 2024 | 31.8K | $4M | +2.02% |
| Q2 2024 | 74.8K | $8M | +5.33% |
| Q1 2024 | 157.7K | $17M | +11.68% |
| Q4 2023 | 153.7K | $17M | +4.35% |
| Q3 2023 | 63.5K | $7M | +7.67% |
| Q4 2022 | 56.2K | $6M | +5.22% |
| Q3 2022 | 37.9K | $4M | +4.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of SHV.